Business Support

Empower the growth of your firm

You give your best advice to your clients. We give our best service to you.

High touch account management and service

Advanced technology solutions

Critical business support tools

Dedicated and responsive team
Our centralized client service team and full back office are equipped to resolve issues quickly and effectively. Experienced team members are directly accessible to handle your day-to-day inquiries.
Leverage technology to deliver excellenceWe continually seek out opportunities to expand our services and advance our technology to provide the best solutions for your business and your clients.

Secure data management and transfer

Critical availability and redundancy

Feature-rich online service centre

Anywhere/Anytime access for your clients

Leading market intelligence
We partner with the best to deliver a range of leading industry research and commentary—Canadian, international and third party.